Strategic asset advisory services
Good decisions begin with the right questions. And sometimes with a change of perspective. We listen and seek to understand what truly matters to you. Our strategic dialogue goes beyond wealth to consider what lies behind it: your goals, your family, your business or the next generation. This is how we create financial solutions that extend well beyond your next investment decision. Let’s talk.
Would you like to talk about more than your portfolio?
We listen and seek to understand what truly matters to you. Together, we look at the bigger picture – with the foresight to consider what lies ahead.
Good decisions begin with the right questions.
Your benefits at a glance
Analysis and alignment: Understand first. Invest second.
We discuss your personal circumstances, your goals and your overall wealth structure. Based on this, we align your asset, currency and security allocation.
Because good investment solutions don’t begin with investing. They begin with understanding.
Holistic wealth structure and consolidated overview
One wealth picture. One overview. We consider your wealth as a whole – across all banks, currencies and investments. If you wish, we consolidate your assets into a single comprehensive overview, making connections and interdependencies visible. Because seeing the whole picture leads to better-informed decisions.
Liquidity and financial planning
So your wealth works for you – not the other way around. We plan your liquidity with foresight and incorporate real estate, business interests and other assets. This ensures you retain financial flexibility at all times.
Selecting banking partners
Not every bank is right for every person. We understand the strengths of our banking partners and recommend the one that best suits you. Independently, transparently and with terms we consistently negotiate to your advantage. Any pricing benefits are passed on to you in full.
Family and succession planning
Your wealth doesn’t end with you. We support you in passing on responsibility, wealth and your life’s work in a considered and sustainable way – whether through business succession, within your family or according to your personal wishes.
Retirement and pension fund analysis
Your retirement provision deserves the same foresight as your freely investable wealth. We bring together retirement planning, pension funds and your wealth strategy to create a coherent overall strategy.
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Frequently Asked Questions
Ist ein Vermögensverwalter teurer als eine Bank?
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Was sind Privatmarkt-Anlagen?
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Was bedeutet für Valterna die FINMA-Lizenzierung?
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